PDF VERSION OF CLASS SPECIFICATION FOR REVENUE AUDITOR TRAINEE
ILLINOIS DEPARTMENT OF CENTRAL MANAGEMENT SERVICES
CLASS SPECIFICATION
REVENUE AUDITOR TRAINEE POSITION CODE: 38375
Effective: 2-1-2022
DISTINGUISHING FEATURES OF WORK:
Under immediate supervision, for a period up to twelve months, participates in a comprehensive, agency sponsored training program in tax auditing; receives a combination of classroom instruction and on the job training to prepare qualified individuals for a career as a Revenue Auditor. Revenue Auditor Trainee positions provide professional preparation in accounting at the bachelor's degree level for those positions targeted as performing revenue tax auditing duties.
This classification has been selected for inclusion in the employee Upward Mobility Program, wherein qualifying state employees may complete the appropriate credential for this profession.
ILLUSTRATIVE EXAMPLES OF WORK:
1. Completes eight weeks of formal classroom training on tax laws and audit procedures; receives one to three weeks of specialized field training on separate tax laws.
2. Receives six to nine months of additional closely supervised instruction and on-the-job training in the performance of auditing assignments in-house or in a field setting. Trainees' work is assigned according to ability and work products are reviewed and measured against expected levels of performance.
3. Receives and completes assignments of a routine nature or specific aspects of more difficult case assignments, such as audit of taxpayers' books and records, investigation of delinquencies or noncompliance by taxpayers, etc., in accordance with established rules, policies and procedures.
4. As training progresses, participates as part of a team in project assignments, or assists in more difficult or complex work projects; receives instruction, assessment and on-the-job training applicable to work assignment from supervisory personnel.
5. Prepares comprehensive reports detailing results and conclusions of assignments including supportive documents and evidence.
6. Provides routine tax information and guidance to taxpayers concerning the proper method of completing tax returns and application forms; promotes voluntary taxpayers' compliance; answers routine inquiries as to rules, regulations and procedures.
7. Performs other duties as required or assigned which are reasonably within the scope of the duties enumerated above.
REVENUE AUDITOR TRAINEE (Continued)
DESIRABLE REQUIREMENTS:
Education and Experience
Requires possession of a bachelor's degree in accounting, business administration, or finance.
Requires a minimum of 21 semester hours of progressive coursework in accounting.
OR
Requires possession of a bachelor’s degree. Requires a minimum of 15 hours of progressive coursework in accounting, including one class in tax or auditing, and either (a) or (b):
(a) Five years of work experience performing technical accounting and/or auditing functions; OR
(b) Five years of work experience in the Revenue Tax Specialist Series (specifically, one year as a Revenue Tax Specialist Trainee, three years as a Revenue Tax Specialist 1 and one year as a Revenue Tax Specialist 2).
This class is included as an Upward Mobility Program credential title.
Knowledges, Skills and Abilities
Requires elementary knowledge of professional accounting methods and techniques of tax accounting and auditing.
Requires elementary knowledge and understanding of the various types of financial records maintained by businesses, partnerships and individuals.
Requires elementary knowledge of methods, procedures and techniques utilized in the examination and review of tax returns and supporting documentation, and in determining and recommending appropriate corrective action.
Requires elementary knowledge of statistics, sampling methods, procedures, applications and analysis of statistical results.
Requires elementary knowledge of procedural manuals and other related materials utilized in the research and analysis of tax returns and supporting documentation.
Requires ability to read, interpret and analyze journals, ledgers, balance sheets, and other types of financial documentation.
Requires ability to detect computational, noncompliance, legal and/or technical errors in the process of reviewing tax returns and supporting documentation and recommend determinations within established Agency guidelines.
Requires ability to prepare and maintain statistical and informational records and reports according to Agency guidelines and accepted practice.
Requires ability to develop and maintain satisfactory working relationships with the public and other employees.
Requires ability to obtain necessary information in a tactful and diplomatic manner.
Requires ability and willingness to travel extensively and frequently, often keeping irregular hours.
Requires possession of an appropriate valid driver’s license and access to an automobile.
In addition to having a written and spoken knowledge of the English language, candidates may be required to speak and write a language other than English at a colloquial skill level. Some positions may require candidates to possess specific communication skills, such as Braille, sign language or other forms of manual communication.